Financial Planning Manager, Sales & Retention
Core
Trusted advisor to Sales and Retention leadership focused on sales/retention optimization, analytics, and marketing investment analysis.
Role type
Senior FP&A Manager (Sales & Retention)
Builds
Actionable intelligence via metrics, reports, dashboards, and forecasting models for critical business decisions.
Domain
B2B SaaS / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Revenue Operations, Financial modeling, Salesforce proficiency, Data analysis, Project management, Cross-functional leadership, Strategic planning
Preferred skills
Experience in high-growth B2B SaaS, AI visualization tools, System/process enhancement design
Technologies
Salesforce, Spreadsheets, Analysis tools, AI visualization
Responsibilities
Design and evolve sophisticated metrics, reports, and dynamic dashboards; Partner with sales leaders to execute initiatives maximizing team efficiency; Contribute to sales compensation plan design and incentive analysis; Drive adoption of system and process enhancements for scalability.
Seniority
Senior, hands-on IC with strategic execution